401(k) · DOL Form 5500 · 2024

Castle Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
435
Participants Below avg headcount
49th
Percentile by assets National rank
$16,934
Avg per participant Low balance/head
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Official DOL plan name: Castle Auto Group 401(k) Plan · Sponsored by Castle Chevrolet, Inc. · Illinois · Retail Trade

$7M in assets, 435 participants

Castle Chevrolet, Inc.'s Castle Auto Group 401(k) Plan reported $7M in total assets and 435 participants in its 2024 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,782 in Retail Trade (8,048 peers)

Castle Chevrolet, Inc. multi-year trail

Castle Chevrolet, Inc.'s plans moved +101.5% in assets from 2022 to 2024; this filing shows Castle Auto Group 401(k) Plan at $7M / 435 participants.

#4,782
in Retail Trade (8,048 peers)
+39.3%
assets growth YoY

Castle Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Castle Auto Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,366,328 49th percentile higher than 49% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Castle Auto Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castle Auto Group 401(k) Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castle Auto Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Castle Auto Group 401(k) Plan reported participants rose from 332 in the plan year 2023 filing to 435 in the plan year 2024 filing.
  • Castle Auto Group 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364392164 · Castle Chevrolet, Inc. PY 2024 · 401(k)

Castle Auto Group 401(k) Plan · $7M · 435 · 49th

  • TYPE $7M
  • NET 435
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Working America 401(k) Plan
  • SCH ind #4782

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Illinois →

Castle Auto Group 401(k) Plan in the asset neighbourhood

Castle Auto Group 401(k) Plan$7MWorking America 401(k) Plan$7MPort Royal Club, Inc. 401(k) PlanPort Royal Club, Inc. 401(k)…$7MErs Parent 401(k) Plan$7MTampa Microwave 401(k) Plan$7M
End-of-year total assets ($M) among Castle Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Castle Chevrolet, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Castle Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 101.52866060812656% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.66M $7.37M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 262 $4M
2023 1 332 $5M
2024 1 435 $7M

Castle Chevrolet, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN364392164
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Castle Auto Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Castle Auto Group 401(k) Plan, Total assets ($B): 0.007366328 · Participants: 435Castle Auto Group 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Castle Auto Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Castle Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Working America 401(k) Plan in DC ($7M); by covered participants it is Haynes Furniture Company Retirement Savings Plan in VA (435 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (435 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Castle Auto Group 401(k) Plan assets move in 2024?
Castle Auto Group 401(k) Plan surged - up 39.3% during 2024, from $5M to $7M. Reported net income was $2M.
How have Castle Chevrolet, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Castle Chevrolet, Inc.'s sponsor-wide assets grew 101.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Castle Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Working America 401(k) Plan in DC ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Castle Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Haynes Furniture Company Retirement Savings Plan in VA (435 participants, $15M in assets).